Filed December 16, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,816 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $65,172 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,851 | $62,624+8.3% | $177,989-61.9% | $77,643-12.6% |
| Participation rate | 62.6% | 66.8%-4.3pp | 77.1%-14.5pp | 70.6%-8.0pp |
| Annual return | 17.20% | 16.16%+1.0pp | 294.48%-277.3pp | 31.24%-14.0pp |
| Employer contribution / active EE | $2,425 | $1,909+27.0% | $3,949-38.6% | $2,726-11.0% |
| Participant deferral / active EE | $4,999 | $4,219+18.5% | $6,276-20.3% | $4,647+7.6% |
| Admin fee / account holder | $296 | $386-23.3% | $10,363-97.1% | $430-31.3% |